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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 14 February 2025
Taiwan's auto market sees stable growth, driven by EVs and luxury models
Taiwan's automotive market has entered a stable growth phase, with electric vehicles (EVs) and high-end models showing the most significant expansion. The global momentum for new...
Friday 14 February 2025
Nvidia's RTX 50 delay rocks notebook supply chain, jeopardizing 2025 rebound
Nvidia's high-end RTX 50 series launch, originally set for January 2025, has been postponed to March, according to notebook supply chain sources. This delay also impacts the mid-range...
Thursday 13 February 2025
Honda and Nissan scrap US$60 billion merger plans amid restructuring clash
Honda and Nissan have officially called off their merger negotiations, which began in December 2024. Both companies held board meetings on February 13, 2025, where they decided to...
Thursday 13 February 2025
Tsang Yow, unfazed by US tariffs, continues dual approach of transmission systems and semiconductors
Transmission system specialist Tsang Yow has continued to maintain close partnerships with established carmakers, Tier 1 component suppliers, and after-market (AM) service suppliers...
Thursday 13 February 2025
Trump tariffs may hurt Taiwan's medical equipment exports
US clients have long collaborated with Taiwan's manufacturing sector, rendering the US the foremost export market for Taiwan's medical equipment industry. However, with the initiation...
Thursday 13 February 2025
Novatek projects broad 1Q24 rebound, but automotive demand lags
Novatek Microelectronics, Taiwan's leading display driver IC (DDI) maker, reported a fourth-quarter 2024 revenue of NT$25.263 billion (US$768 million), marking a 9.34% sequential...
Thursday 13 February 2025
PCIe Gen5 in high-end PCs set to drive Silicon Motion's sales growth in 2025
The PC market is expected to show weak performance in the second half of 2024, but the industry remains optimistic about replacement demand in 2025. The introduction of PCIe Gen5...
Wednesday 12 February 2025
Notebook ODMs see promising outlook for 2025
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously...
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Wednesday 12 February 2025
USI 2024: automotive and cloud growth fails to offset profit slump
Universal Scientific Industrial's (USI) full-year performance reveals steady revenue but deteriorating profitability in 2024. While revenue met market expectations, net profit fell...
Wednesday 12 February 2025
China's automotive ambitions drive merger of state-owned giants
Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under...
Wednesday 12 February 2025
Apple reportedly drops DeepSeek, partners with Alibaba on China AI integration
Apple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a...
Wednesday 12 February 2025
CWE enjoys robust demand for advanced packaging with order visibility until 2026
Chang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand...
Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...
Tuesday 11 February 2025
Geely introduces DeepSeek model, ushering in significant upgrades for future vehicles
Geely Auto (Geely) recently introduced the DeepSeek large language model, set to enable significant leaps in human-machine interface (HMI) upgrades for its vehicles in the future...